Freshsales Classic + JobNimbus
Create notes in Freshsales Classic leads for new JobNimbus activities
Effortlessly keep your JobNimbus activities and Freshsales Classic leads up-to-date with this streamlined workflow. Whenever a new activity is created in JobNimbus, a note is added to the relevant lead in Freshsales Classic, ensuring vital information is easily accessible. Enhance your data management process between JobNimbus and Freshsales Classic with this seamless integration.
Effortlessly keep your JobNimbus activities and Freshsales Classic leads up-to-date with this streamlined workflow. Whenever a new activity is created in JobNimbus, a note is added to the relevant lead in Freshsales Classic, ensuring vital information is easily accessible. Enhance your data management process between JobNimbus and Freshsales Classic with this seamless integration.
- When this happens...
- automatically do this!Add Note to Lead
Adds a note to a lead.
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
